Senior Loan Specialist

2 days ago

Baguio City, Cordillera, Philippines beBeeLoan Full time A$18,000 - A$24,000

Job Overview

This role involves the management of loan applications, ensuring seamless communication between clients, brokers, and lenders.

About the Position

We are seeking a highly organized Loan Processor/Client Liaison to join our finance team. This position is ideal for someone who excels at managing details, keeping processes moving, and building positive relationships with clients.

  • Liaise with clients to gather required documents and information for loan applications.
  • Review and verify financial documents to ensure accuracy and compliance with lender requirements.
  • Prepare and submit loan applications through the appropriate lender systems.
  • Track progress of applications and provide clients with timely updates.
  • Communicate with lenders, banks, and brokers to follow up on outstanding items and ensure smooth processing.
  • Maintain organized digital records of all loan files and supporting documents.
  • Support brokers with administrative tasks, including preparation of compliance documents and client communications.
  • Handle client inquiries with professionalism and empathy, ensuring a positive experience throughout the loan process.
  • Identify and escalate potential issues or delays proactively.
  • Contribute to process improvements to enhance efficiency and client satisfaction.
  • Assist with outbound calling when required, including contacting the existing loan book to check in with clients and reconnecting with clients who haven't been in touch recently to rebuild relationships.

Required Skills and Qualifications

  • Minimum 2 years' experience in loan processing, mortgage broking, or financial services administration.
  • Strong understanding of loan application processes, compliance requirements, and lender documentation.
  • Excellent communication skills—both written and verbal—with the ability to explain processes clearly to clients.
  • High attention to detail and accuracy in handling financial documents.
  • Proficiency with loan processing platforms, CRM systems, and Microsoft Office (Word, Excel, Outlook).
  • Strong organizational and time management skills, with the ability to handle multiple applications simultaneously.
  • Proactive, resourceful, and comfortable working independently.
  • Client-first mindset with a professional and approachable manner.

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